AMD STOCK: DOWNGRADED! Cheap?

[@unrivaled]

AMD stock is a tough one for me, given the fierce competition it faces. I prefer setups with clearer upside potential. If you're looking for compelling investment ideas, visit www.unrivaledinvesting.com!

[@VeronicaOlivers]

Alright, I’ve got $87k chilling in my emergency fund, ready to dive into the investing pool-finally! Saw this AMD downgrade thing and thought, 'Cheap? Maybe TOO cheap?' Like, is this a trap or the perfect headstart? I’m here for the gains, not the heartbreak. Thoughts, folks?

[@claireNymans]

$87k? Nice cushion there! But hey, AMD’s a solid company, even if it’s down right now. Cheap stocks can still have rough waters, though. Maybe talk to a financial advisor? Mine’s been a game-changer-worth every penny!

[@NancyFranciss]

Agree with the advisor thing-sounds like the way forward. I’ve been itching to start too but no clue where to find someone legit. Anyone know how to even begin that search? Feels like finding a needle in a haystack!

[@claireNymans]

There are a handful of CFAs. I’ve experimented with a few over the past years, but I’ve stuck with ‘Linda Aretha Reeves’ for some years now, and her performance has been consistently impressive. She’s known in her field-look her up.

[@VeronicaOlivers]

Looked her up-wow, she sounds like exactly what I need to kick off my financial journey. Thanks for the recommendation!

[@blissds-gi3mb]

I remember Linda Aretha from the Bloomberg Finance Summit a few years back! Her insights were sharp, and she totally nailed her presentation. Definitely someone worth trusting.

[@KhmericanSJ]

Nvidia specializes in GPUs, while AMD is primarily focused on CPUs. However, since acquiring ATI, AMD has become more of a hybrid CPU and GPU company. Therefore, I remain bullish on AMD, as it has the potential for significant growth.

[@Denso481]

AI isn't everything. AMD is about to eat the whole Intel cake

[@BeatNursery]

Everyone overlooks the fact that a GPU isn’t a CPU… and you really can’t have one without the other.

[@KenjiEspresso]

DELL now ❤ AMD 👍

[@HeroDai2448]

AMD at 115 is insane

[@imartanius]

@@HeroDai2448 It does feel like a bargain. It also feels like they are due.... Something could come out this year that makes them nice and sparkly again.

[@LouDog39]

@@BeatNurseryCPU demand is highly cyclical and fully priced in. There is no growth story with CPU’s. You all sound exactly like intel fanboys a few years ago, and that’s a major red flag.

[@Intekon]

Sorry, I feel it's a very big risk not to buy AMD. You won't be able to get back in at the price you want when it pops again.

[@MiraMaj1]

That's the thing. When it crashes their to scared to buy, when it flies, it's to expensive. Loser mindset

[@brianofeire89]

Reminds me of meta, people always have an excuse not to buy. I have been buying AMD from 130usd and I'll continue to add until I get 200 shares or it goes over $160.

[@rynepowell2577]

Lmao please keep buying this trash… 50% in 5 years when it’s already down 60% from ATH is not a good bet. Idiots

[@slowiedovie]

@@Intekon you may see 90-100 levels again very likely

[@elprofe1821]

That’s literally the definition of FOMO. Good luck.

[@RJSamonte]

This is the perfect time to start a small position and DCA.

[@blue-neutrino]

My Technical Analysis shows that AMD is touching ($115) and about to bounce to the upside of a downtrending channel. The TA shows potential growth for the next few months of up to 25-40% ($180-200) depending on its response to resistance at $165; then later at the heart of the uptrend channel at $200. Good for swing trade.

[@Ryan-q8x]

People were saying the exact same thing about the $130 level, then when that broke $120. The stock is in a bearish downtrend. Calling the bottom at $115 is pure conjecture. It has not made a definite bottom yet, because it's still in a bearish downtrend. You can like the stock all you want, but you can change the fact that the stock could be going to $100 or below.

[@gregkrazanski]

honestly a better analogy would be a premium restaurant burger with all the fixins vs a perfectly serviceable burger. The premium burger is alerady quite mature and won't evolve at as fast a pace, whereas the serviceable burger is starting to add all the fixins and before long will be quite premium itself. it doesn't even have to BEAT nvidia. it just has to be a viable alternative, that's it. it will all depend if amd's whole-package solution is functional and easy to use (i.e. not only hardware, but server infrastructure and software). software is a hugely risky area because cuda is way ahead of rocm, but that's not to say rocm couldn't become "good enough" this year for amd to win more business

[@unrivaled]

Very fair! thank you.

[@Schw1mmQotSA]

@gregkrazanski I fully agree with your take. People always act as if AMD needs to beat NVDA to “win”. But they just need to establish themselves as the undisputed and reliable number 2 in the market. Plenty of pie to share between the both of them even if NVDA will remain the king without any doubt. The main issue is the software indeed. Lisa Su needs to step it up in that regard. Anyway, upside risk way higher than downside risk so I have started buying and keeping for a few years to see where it goes. @unrivaled nice channel, subscribed.

[@colin3217]

The problem with CUDA is that it isn't just software that runs the NVDA GPUs, it's a programming language with testing and complex libraries that have been built on top of it over the course of 10+ years. And libraries are used by many different organizations, not just by built and used by one organization. CUDA has teams locked in because all this software that they have built is locked into the NVDA ecosystem. So it's not just a matter of moving over to AMD because they have cheaper GPUs, they will have have to train their engineers on the new software then build code around the new GPUs on software that has less libraries built on it making this code even more time consuming to develop.

[@noysdn4001]

AMD a buy

[@arunrocks02]

A sell. I hear amd is cheap since few months. But it’s going downhill like how intel is further declining to 18

[@Jambajakumba]

What exactly is wrong with owning both stocks? especially for a beginner in the space

[@jacksun2314]

I agree that it is difficult for AMD to match NVDA in the server field, but the market cannot be allowed to be monopolized by NVDA. Customers will deliberately cause competitors to appear. And as the computing field becomes more subdivided, it is difficult for NVDA to cover all projects. AMD’s opportunities are not It’s relatively small, and the difficulty of catching up is the lowest compared to other competitors. Still optimistic about it. Finally, why can’t we buy both companies?

[@CuriosityCalculated]

I would like to see you do a video on something more high quality, but slower growing like Mastercard just to see what you would think of such a stock.

[@joseplacencia54]

your margins and revenue growth rates are not in line with what is coming for AMD over the next few years. I have seen you miss on a few growth stocks by now, and I believe this is another one you will miss on.

[@RoTelnCheese]

It’s not on sale. It was expensive and now coming back to a more realistic valuation. It’s only on sale when it’s below its actual value

[@nadavavnon8562]

Yes i agree But most people underestimate how well positioned amd is to capture massive growth in the next few years Paying this little of premium for it right now is a no brainer

[@kbull7184]

What?

[@Toma-i8k]

Many tech stocks are trading way above their actual values, so when they go down to their actual value, it means that they are very much on sale. Take CRWD for example...

[@RoTelnCheese]

@@Toma-i8k your statement contradicts itself. How can an asset returning to its intrinsic value be ‘on sale’? Sale implies it’s trading below fair value, not returning to fair value in an overheated market as you suggested.

[@Toma-i8k]

@@RoTelnCheese The stock market is filled with companies trading above their "actual values", so more often than not they are considered on sale when they go down. You are logically correct, but sometimes logic doesn't play a role in the stock market that's what I mean.

[@GG-Anaximander]

One aspect is overlooked in all analyses I see. Costomers of Nvidia are desperately open to AMD's efforts. Once AMD comes up with comparable compute/dollar which is likely 2026-2027, there will be a huge shift in total order amounts to AMD, not Nvidia. AMD doesn't need to be as good as Nvidia, they only need to be comparable and cheaper which they will be. When this happens, customers will either order more from AMD or Nvidia will have to cut down on pricing. In either case, AMD will be the overall winner in growth. Best long term plan is to own both and adjust the shares as you go.

[@jf4433]

I invested a lot at 125, just hoping it can regain🙏

[@jackreacher007]

Nvidia has reached a stage where they effectively create their own markets. A recent example is their $700 million private equity funding to Nebius, a company poised to establish or expand data centers. The implicit purpose? To purchase Nvidia hardware, such as GPUs, for their infrastructure. This move underscores the immense scale and financial power Nvidia now wields, enabling them to channel demand strategically. This compounding commercial influence puts competitors like AMD at a significant disadvantage, as the playing field is no longer level. Nvidia's ability to leverage its resources to direct market demand and foster dependency on their ecosystem solidifies their dominance. Their strategy not only fuels their growth but also systematically weakens competition by shaping market dynamics to their favor. For AMD and other players, this creates an increasingly challenging environment to compete in both scale and influence. And for AMD to capture significant market share in the GPU market, they must develop GPUs that significantly outperform Nvidia's in terms of efficiency and performance or costs. Achieving parity with Nvidia won't suffice because Nvidia's immense commercial power and scale will always give them the upper hand.

[@lizhao69]

Remember, intel had nearly 100% market in server cpu 5 years ago. They definitely had the same capabilities. What now?

[@jackreacher007]

@@lizhao69 Intel faced a significant technology lag, struggling with its transition from 14nm to 10nm and then to 7nm architectures, while AMD adopted these advanced nodes earlier, delivering a technologically superior product. If you believe AMD can replicate its success against Intel by surpassing NVIDIA purely on the technology front, there could indeed be a path for AMD to reclaim its position in this market. However, that's a high-stakes gamble, and personally, I wouldn't take that bet.

[@sridhara8903]

You may have overlooked the key driver for their Data Center revenues - Server CPUs. This is a different revenue stream independent of GPUs?

[@leomega]

Buy buy buy see you at 200

[@rynepowell2577]

After a reverse split… 🤡

[@Germain_Re]

As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.

[@Lucistorm]

I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.

[@BeliaAuker]

Factos!!. After experiencing a major portfolio loss in 2020 amid the COVID pandemic while trying to manage my investments on my own, I reached out to an investment advisor. They helped me turn my $420k into a seven-figure portfolio by providing the guidance and strategy I needed. Having that expertise made a significant difference in my investment journey.

[@Cipriano_3]

Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.

[@BeliaAuker]

My CFA, Judith B. Richards, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market.

[@Cipriano_3]

Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!

[@gford9988]

I gave up on the Motley Fool right around the time I found this channel

[@nguyenphuongchang3925]

Why

[@gford9988]

@@nguyenphuongchang3925 for about two years I paid for their "Stock Advisor" service. Their stock picks were not so great. The one that made me leave was Lemonade. They really pushed how good Lemonade would be

[@kbull7184]

But is harder to grow the bigger you get as a company. It is going to be harder for NVDA to keep up with it's growth.

[@TomBoyCruise]

what camera are you using?

[@freddiejonesy6168]

I want the Red Robin Burger at McDonald's value menu prices!

[@Adarsh1024]

AMD has beaten NVDA before and can do it again. They have taken considerable feedback in 2024 and have already indicated that good things are coming this year :)

[@Lordmagus87]

😂I bought this when it was $12. I love this stock

[@clifftanch]

Cheaper?! We should look at fwd P/Es to determine cheap?

[@nickhollis5308]

Ill buy when it hits 90🎉🎉🎉

[@petenice75]

How do you put in your bull case a 21% CAGR over 5 years and only give it a 25 P/E ratio? Somebody please tell me of any stock like that and I will put everything I have into that stock.

[@Arnold-ic9jg]

I'm thinking to put some cash in stocks, I was at Salt Shack and i overheard some friends saying its ripe enough, but Is this a good time to buy stocks? I’ve been sitting on over $445K equity from a home sale since last year and I’m not sure where to go from here, is it still a good time to buy into stocks or do I wait for another opportunity?

[@AaronTilt]

Off course, but Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional.

[@Joeknowsball247]

I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

[@mikefallert1306]

Great! mind if I look up your advisor please? only invest in my 401k through my employer as of now, but enthused about investing for my eventual retirement.

[@Joeknowsball247]

I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, “Brenda Davies Clarke” turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.

[@mikefallert1306]

Thanks for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!

[@steveshaneyfelt7150]

The truth is (to quote you), you are both right and wrong. Everyone I hear that takes your position suggests all or nothing concerning Nvidia and AMD. One or the other. For someone that has rode the Nvidia train, there were many with your argument about Nvidia that you are making with AMD. I find AMD compelling and at these prices and the performance of the company it is a stock that should easily outperform the next three years and I’m buying… thanks for your insight.

[@slowiedovie]

On one hand i see that products of AMD are very lagging vs peer Nvidia. So stay careful. On the other hand, if they bleed to 80-90 usd per share I think it would be interesting to get very very tiny bet on them

[@gateway1739]

This is not a zero sum game. There will be multiple winners in this space. Will it overthrow Nvidia? Probably not, but it doesn’t have to. I think 2-3 years from now AMD will be a lot higher.

[@manimohajerin1625]

If it beats the expectations, why could it still go farther down?

[@rambhaimbbs]

11 mins to say NVDA is steak and AMD is cheeseburger and selling a course while at it. A lays packet of chips has more stuff in it.

[@GlennGreene-ht8qs]

Time magazine picked the AMD CEO as the CEO of the year. LOL-What do the idiots at Time Magazine know-answer -nothing-Only buy it when it hits 90.

[@ColdasCarter]

Best Hair in the investing game

[@PimpHandStrong1492]

Is AMD, Lyft?

[@KL-nj9oe]

Just opened a small position. Ready to buy more if it goes lower. I believe they will be filling in where NVDA can't. Long term bet.

[@Backseatobserver0075]

Revenue same as 12 months ago, should be below $100

[@fts3865]

With some good catalysts. Let’s see 2025.

[@trainingwood]

Great evaluation Daniel, I like your food analogies hahahah. AMD does not need to be next Nvidia in order to double in the next few years. Nvidia growth is already stellar so it is hard not to think about slowing down cause as we know market is always forward looking. AMD on the other side can steadily strengthen its number 2 position in the space. Anyway it is very unpredictable industry with such a rapid changes that it is very tough to know how it is going to evolve. I started building slowly positiion in AMD as the price is going down and if it keeps going below 120 I plan to DCA into it but it will be smaller position because of so many uncertainties in that industry.

[@derekc8974]

Sometimes the # 2 player in an industry can do well. Look at Visa and Mastercard or Costco and Walmart.

[@nathanzhu5562]

for those who talk about amd pe is higher than nvidia, i treat them as pure noob, since they all have no idea why its pe is this high. hint: calculate the pe again using non gaap eps for the past four quarters

[@petertratz8016]

Cool video 🎉

[@manimohajerin1625]

It is unlikely to go below 110 $ according to Zack. So, at this price, it is a small risk i think.

[@paulbennett5489]

Nvidia is the king but AMD forecast growth rates are higher than Nvidia for the next couple of years

[@ZACHARYGauthier-f6u]

I'm optimistic about Web3 Infinity Token's future. It has the potential to soar!

[@BeatNursery]

It’s not really a winner take all, even though that’s the sentiment. Lots of companies will diversify hardware as a redundancy protocol.

[@RewiredMenace]

This is like an iPhone vs androids story

[@international_dividend]

Analysts simply follow momentum and their track record is horrible. It's a non-story, but I understand you've just used it as a hook for the actual analysis.

[@robertgarcia3872]

When

[@AdamLevine759]

If you had to choose between AMD and SOFI, which would you pick and why? I’m planning to make some additions.

[@Sylvesterhunter870]

Deciding between SOFI and AMD depends on your invstmnt goals and risk tolerance.

[@KeanuReevesf]

AMD offers stability and growth in tech and AI, while SOFI presents higher-risk, high-reward potential in fintech. Seeking advce from a CFA would be a smart move at this point.

[@NicoleAniston-o]

Not bad positions! It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why having guidance is important. This is very crucial for asset allocation. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed to over 80% in a short while.

[@EmpressDelivery]

I find your situation fascinating. Would you be willing to suggest a trusted advisor you've worked with?

[@NicoleAniston-o]

Lauren Christine Campbell is the advisr I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@alexp8924]

AMD has double the P/E of Nvidia and twice slower growth. Why would you even consider it over nvidia at this price?

[@flow2tech]

@alexp8924 You need to look at the forward p/e .. it is cheap

[@Watdamarin]

FWD PE is around a 16 for AMD, PEG ratio is at a 1, P/S around a 7, slower growth than NVDA definitely but there’s room for more than one winner in the space and with negative sentiment can come good opportunity

[@flow2tech]

@Watdamarin You get it!

[@ayobc5691]

For tech stock you need to look at the forward Pe lol

[@Marco-qt5nv]

AMD has a lot of growth potential, cuz they also make money on CPUs unlike Nvidia.(or intel at this point xd) So they are about to take over the Server market, they are slowly taking all the market share in desktop CPUs and seem to be catching up in the AI market. They are an exceptional company with an exceptional CEO and will reach their growth projections most likely and probably are going to surpass them. Also keep in mind big company's like Microsoft dont want Nvidia to have an monopoly and charge whatever they want, which means it in their interest to keep AMDs AI investments going and even accelerate them.

[@super_hero2]

atm amd selling their ai chip at great discount compare to nvidia yet they cant take share from nvidia. There is no sign that would change. The stock still expensive

[@blackhawk161616]

All these KZbinr think AMD is cheap, that means AMD is expensive.

[@MiraMaj1]

Cool mindset

[@brianofeire89]

Just like meta, PayPal, palantir, SoFi? I am curious what company did a lot KZbinrs think was cheap and it turned out to be expensive?

[@clamflex5209]

Yes thats why they are KZbinRS and not millionärs sitting on they yacht. Watched a bunch of youtubers who said AMD is a steal at 130€ now it crashed to 112€ and suddenly they all stfu 😂😂😂

[@TeelVision2.0]

@@clamflex5209we will see.. I like to believe 2 years from now that 130 would have been a bargain

[@brianofeire89]

@@clamflex5209 130 to 112 is hardly a crash. When I was buying Meta at 160 and still buying it 90 now that was a little worrying. But just do your own research and you should feel more confident. I get your argument you think AMD is over valued. That's fine, time will tell.

[@ajit788]

Your long term ratio assumptions do not match with AMDs historical pe ratios. look in the worst performance of AMD in 2021 and before pandemic, the ratios have been much higher than current, suggesting extreme bearishness with high upside potential

[@joec9649]

AMD is done for the year at least. Lost momentum. Shouldn't listen to all the bull shxx KZbinrs and analysts. I'm screwed

[@skylounge]

Sell AMD before it crashes.

[@MiraMaj1]

Has already crashed mate

[@clamflex5209]

​@@MiraMaj1Will even crash more mate

[@HeroDai2448]

It’s down 50% since ATH in march. Buying opportunity. AMS went from 160 to 55 before running to 220 before

[@clamflex5209]

@@HeroDai2448 Why buying now? When it will even crash more?

[@KennyKlutch1217]

Price action tells me AMD is cooked. No thanks

[@arunrocks02]

I think amd is going to crash just like Intel, which is trading down under 18

[@stefanvasilev8948]

First

[@unrivaled]

Thanks for watching and subscribing!

[@SuatEnder-b2l]

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[@BayramHale]

Web3 Infinity Token is gonna pop anytime soon

[@DemirMustafa-s7g]

Web3 Infinity Token is gonna explode anytime soon

[@LiveMore-e1v]

If you had to choose between AMD and SOFI, which would you pick and why? I’m planning to make some additions.

[@EvelynHarper-y3n]

Deciding between SOFI and AMD depends on your invstmnt goals and risk tolerance.

[@ayndsh]

AMD offers stability and growth in tech and AI, while SOFI presents higher-risk, high-reward potential in fintech. Seeking advce from a CFA would be a smart move at this point.

[@unrivaled]

I called out SOFI repeatedly in 2024...

[@LaurelHouskeeper]

Not bad positions! It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why having guidance is important. This is very crucial for asset allocation. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed to over 80% in a short while.

[@Endurance-l3r]

I find your situation fascinating. Would you be willing to suggest a trusted advisor you've worked with?

[@TORYNye]

Web3 Infinity Token is gonna pop anytime soon